Travis Jacobson Email & Phone Number
Director, Sr. Retirement Relationship Manager @ Bank of America
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Travis Jacobson Location
- New York, NY, US
Travis Jacobson Work
- Director, Sr. Retirement Relationship Manager @ (June 2025 - Present)
- VP, Institutional Retirement Relationship Manager @ (March 2019 - February 2026)
- AVP, Internal Retirement Plan Sales Specialist @ (February 2017 - March 2019)
- Officer, Institutional Trading Specialist @ (March 2015 - February 2017)
- Multi Stock Options Specialist @ (December 2013 - March 2015)
- Financial Advisor @ Creative Financial Group of NJ (January 2012 - December 2013)
Travis Jacobson Education
- Villanova University
Bachelors (Economics)
2006-2010
Travis Jacobson Skills
- 401k
- Customer Service
- Mutual Funds
- Time Management
- Microsoft Excel
- Excel
- Investments
- Trading
- Microsoft Office
- Series 63
- Microsoft Word
- Variable Annuities
- Series 65
- Roth IRA
- 401k Retirement Savings Plans
- Series 7
- Equities
- Life Insurance
- 401 Retirement Savings Plans
Travis Jacobson Summary
- Travis Jacobson, based in New York, NY, US, is currently a Director, Sr. Retirement Relationship Manager at Bank of America. Travis Jacobson brings experience from previous roles at Bank of America. Travis Jacobson holds a 2006 - 2010 Bachelors in Economics @ Villanova University. With a robust skill set that includes 401k, Customer Service, Mutual Funds, Time Management, Microsoft Excel and more. Travis Jacobson has 3 emails and 1 mobile phone numbers on RocketReach.
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